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Staff Profile: Profile Card & Summary 

Complete quick actions including: Set as a Leaver, Restart a Leaver, Activate/Deactivate Profiles, Remove Access and more!

Summary 

The Summary provides key details and interactive widgets to give a clear overview of each team member. 

  • On the left you have the key details about the team member, including their job title and department. Beneath this you can view their length of service, their trained areas (badges), flagged medical information, promotions and emergency contact information. 
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  • Beneath this you will see a breakdown of upcoming information such as shifts, leave and moments like birthdays or work anniversaries. 
  • To the right you have the summary widgets. These include the Bradford Score, Clock Score, Lateness Score, Absense Amounts, News and Polls Engagements. 
  • If you would like more information on any of the widgets, hover over the top right corner of the widget and select 3 vertical dots for more information. 

Check out our knowledge base article for more information 

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Profile Card

The Profile Card offers a quick snapshot of critical data and quick actions. 

  • In the top right corner of the profile card, you have 3 vertical dots. This dropdown menu will display a range of quick actions you can choose from. These options may differ depending on your access level in Alkimii.

Explore these Quick Actions 

 

  • You can quickly jump between profiles using the dropdown menu beside the team members name. 
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  • Beneath the team members name, you will be able to see their contract type and any badges that they are trained in, holiday balances, age, job title and department. Followed by their cumpulsory documents progress. This information will be linked to your own sites compliance KPI score. 

 

 

Chat with the user 

  • Select "Chat with X" to open a chat bubble with this team member. This is a quick and easy way to get confirmation or follow up with a user on information relating to their profile in Alkimii. 

 

 

Manage Options 

Export Data 

You have the option to export the profile data into a "Zip" folder. This will include a range of csv files relating to this user. 

  • Select "Export Data" from the quick actions in the profile card and click the button to export. 
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Add a Note 

  • If you select "Add a Note", the pop up will prompt you to select a note type from the dropdown menu of options. 
  • You can add tags, add more information into the body of the note and upload any relevant attachments. 

 

Reassign Supervision 

  • This option is only available for users assigned as "Reports To" or "Additional Reports To" contacts.
  • When selecting "Reassign Supervision", a pop-up will appear prompting you to choose team members from the dropdown list for reassignment.
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Remove Access

If you need to remove a team members access for any reason, this can be done via the profile card. 

  • You will have to confirm that you are happy to proceed with hiding this profile to enable the change. 
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Hide Profile 

This feature is access level dependent and may not be available to you. 

  • You will have to confirm that you are happy to proceed with hiding this profile to enable the change. 
  • This will now hide the profile from anyone who does not have the access level to view hidden profiles. The profile will not appear in the staff list or the HR Queue when searched. 

 

Deactivate / Activate 

  • If you choose to deactviate the user, you will have to confirm you are happy to proceed with the deactivation. 
  • Simiarly if you activate the user you will also have to confirm you are to proceed with this action. 

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